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Fulton Bank Portfolio holdings

AUM $3.27B
1-Year Est. Return 17.38%
This Fund
S&P 500
This Quarter Est. Return
+1.61%
1 Year Est. Return
+17.38%
3 Year Est. Return
+44.5%
5 Year Est. Return
+55%
10 Year Est. Return
+116.56%
AUM
$2.89B
AUM Growth
+$32.4M
Cap. Flow
+$49.2M
Cap. Flow %
1.7%
Top 10 Hldgs %
30.69%
Holding
709
New
42
Increased
315
Reduced
249
Closed
41

Top Buys

Rank Stock Value
1
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$8.21M
2
XAGG
Eaton Vance Income Opportunities ETF
XAGG
+$4.46M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.56M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.39M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.69M

Top Sells

Rank Stock Value
1
FULT icon
Fulton Financial
FULT
+$9.78M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.98M
3
AMZN icon
Amazon
AMZN
+$2.67M
4
APH icon
Amphenol
APH
+$1.53M
5
ARE icon
Alexandria Real Estate Equities
ARE
+$1.4M

Sector Composition

Rank Sector Weight
1 Technology 12.32%
2 Financials 5.48%
3 Communication Services 4.01%
4 Consumer Discretionary 3.81%
5 Healthcare 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.77T
$75M 2.59%
276,010
+3,862
+1% +$1.04M
NVDA icon
2
NVIDIA
NVDA
$4.96T
$63.7M 2.2%
341,523
+8,470
+3% +$1.58M
MSFT icon
3
Microsoft
MSFT
$2.99T
$58.8M 2.03%
121,669
+4,456
+4% +$2.23M
VOO icon
4
Vanguard S&P 500 ETF
VOO
$976B
$45.9M 1.59%
73,157
+5,736
+9% +$3.56M
IVV icon
5
iShares Core S&P 500 ETF
IVV
$883B
$40.3M 1.39%
58,895
+4,985
+9% +$3.39M
DUHP icon
6
Dimensional US High Profitability ETF
DUHP
$12.2B
$39.4M 1.36%
1,036,856
+70,373
+7% +$2.67M
IWF icon
7
iShares Russell 1000 Growth ETF
IWF
$124B
$36.6M 1.26%
309,216
+796
+0.3% +$94.3K
GOOGL icon
8
Alphabet (Google) Class A
GOOGL
$4.31T
$32.9M 1.14%
104,983
-13,924
-12% -$3.98M
AMZN icon
9
Amazon
AMZN
$2.7T
$31.6M 1.09%
136,873
-11,652
-8% -$2.67M
AVGO icon
10
Broadcom
AVGO
$1.82T
$30.9M 1.07%
89,249
+3,537
+4% +$1.26M
META icon
11
Meta Platforms (Facebook)
META
$1.65T
$28.5M 0.98%
43,127
-488
-1% -$326K
FULT icon
12
Fulton Financial
FULT
$4.69B
$23.2M 0.8%
1,201,278
-531,626
-31% -$9.78M
IWD icon
13
iShares Russell 1000 Value ETF
IWD
$81.7B
$22.4M 0.77%
106,535
+1,256
+1% +$259K
GOOG icon
14
Alphabet (Google) Class C
GOOG
$4.31T
$21.3M 0.74%
67,816
-4,363
-6% -$1.25M
MA icon
15
Mastercard
MA
$483B
$16.3M 0.56%
28,564
+241
+0.9% +$135K
JPM icon
16
JPMorgan Chase
JPM
$902B
$15M 0.52%
46,545
+1,147
+3% +$355K
LLY icon
17
Eli Lilly
LLY
$1.03T
$14.7M 0.51%
13,647
+923
+7% +$883K
VSLU icon
18
Applied Finance Valuation Large Cap ETF
VSLU
$545M
$14.1M 0.49%
318,023
+45,573
+17% +$1.98M
TSLA icon
19
Tesla
TSLA
$1.4T
$13.6M 0.47%
30,244
+1,058
+4% +$469K
KLAC icon
20
KLA
KLAC
$273B
$12.7M 0.44%
104,120
-4,650
-4% -$545K
ABBV icon
21
AbbVie
ABBV
$448B
$10.8M 0.37%
47,086
-2,892
-6% -$659K
V icon
22
Visa
V
$688B
$10.7M 0.37%
30,643
+227
+0.7% +$77.3K
BRK.B icon
23
Berkshire Hathaway Class B
BRK.B
$1.06T
$10.1M 0.35%
20,156
-904
-4% -$450K
EFA icon
24
iShares MSCI EAFE ETF
EFA
$76.1B
$9.96M 0.34%
103,767
+621
+0.6% +$58.9K
NFLX icon
25
Netflix
NFLX
$285B
$9.39M 0.32%
100,116
+376
+0.4% +$40.5K
1
2 3 4 5

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MWM
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EWA
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AFG
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PCM
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FEG
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AIP
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NMERB
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Fulton Bank's Q4 2025 Portfolio in Review

As of Q4 2025, Fulton Bank held 709 positions worth $2.89B, up 1.1% from $2.86B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Fulton Bank's Q4 2025 filing shows 42 new, 315 increased, 249 reduced and 41 closed positions. Its largest new stake was iShares iBonds Dec 2027 Term Treasury ETF: 365,050 shares worth $8.2M. The largest sale was Fulton Financial, an estimated $9.78M.

By sector, the portfolio is most concentrated in Technology at 12% of assets, up from 12% a quarter earlier, followed by Financials and Communication Services.

  • Fulton Bank's largest Q4 2025 buy was iShares iBonds Dec 2027 Term Treasury ETF: 365,050 shares worth $8.2M.
  • Fulton Bank added most to Vanguard S&P 500 ETF in Q4 2025, an estimated $3.56M increase.
  • Fulton Bank's biggest Q4 2025 reduction was Fulton Financial, cutting an estimated $9.78M.
  • Fulton Bank fully exited Alexandria Real Estate Equities in Q4 2025, selling an estimated $1.4M.
  • Fulton Bank's ten largest holdings make up 31% of its $2.89B portfolio in Q4 2025.
  • Fulton Bank opened 42 new positions and closed 41 in Q4 2025.
  • Fulton Bank's portfolio value rose 1.1% quarter-over-quarter to $2.89B.

Based on Fulton Bank's 13F filing for Q4 2025, filed 8 Jan 2026.